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Portfolio (Quarterly) Guide ↗

JPL Wealth Management, LLC

· CIK 0002010710
13F Portfolio $435M AUM 2,172 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1441 New 41 Added 44 Reduced 1 Exited
Page 76 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 40.0 $53.0 NEW $1.32 -1.1%
1502 TERN TERNS PHARMACEUTICALS INC Healthcare 1.0 $53.0 NEW $53.00 -0.1%
1503 NC NACCO INDS INC Energy 1.0 $52.0 NEW $52.00 -0.6%
1504 LNKB LINKBANCORP INC Financial Services 6.0 $51.0 NEW $8.50 +2.2%
1505 OKLO OKLO INC Utilities 1.0 $50.0 NEW $50.00 +18.4%
1506 LCNB LCNB CORP Financial Services 3.0 $47.0 NEW $15.67 +10.0%
1507 SIRI SIRIUSXM HOLDINGS INC Communication Services 2.0 $47.0 NEW $23.50 +19.8%
1508 LE LANDS END INC NEW Consumer Cyclical 4.0 $45.0 NEW $11.25 -1.0%
1509 ONB OLD NATL BANCORP IND Financial Services 2.0 $45.0 NEW $22.50 +12.1%
1510 FDBC FIDELITY D & D BANCORP INC Financial Services 1.0 $44.0 NEW $44.00 +9.6%
1511 TRUBRIDGE INC 3.0 $44.0 NEW $14.67
1512 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 2.0 $42.0 NEW $21.00 +10.5%
1513 KURA KURA ONCOLOGY INC Healthcare 5.0 $41.0 NEW $8.20 +27.5%
1514 MYGN MYRIAD GENETICS INC Healthcare 9.0 $41.0 NEW $4.56 -0.4%
1515 COGT COGENT BIOSCIENCES INC Healthcare 1.0 $39.0 NEW $39.00 -7.3%
1516 KELYA KELLY SVCS INC Industrials 4.0 $36.0 NEW $9.00 +24.9%
1517 NX QUANEX BLDG PRODS CORP Industrials 2.0 $36.0 NEW $18.00 -6.8%
1518 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 1.0 $35.0 NEW $35.00 +21.9%
1519 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 6.0 $35.0 NEW $5.83 +23.3%
1520 DCOM DIME CMNTY BANCSHARES INC Financial Services 1.0 $34.0 NEW $34.00 +15.9%
Page 76 of 78  ·  1,554 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.6%
Financial Services 16.4%
Healthcare 13.7%
Industrials 10.5%
Consumer Cyclical 8.1%
Energy 8.0%
Consumer Defensive 7.7%
Communication Services 6.7%
Real Estate 4.5%
Utilities 3.4%